Onchain Finance GTM Series: What does $9.4 trillion annual traction signal about the opportunities within tokenized cash?
This what 110x looks like for an tokenized asset that has achieved wide adoption...
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Apr 226 min read
How did Tokenized TBills grow AUM by 42% in 2 months?
Has the tokenized TBill market reached an inflection point given its +43% AUM growth in past 2 months?
Apr 145 min read
Onchain Finance GTM Series: How is BlackRock future-proofing its fund management business?
BlackRock’s USD Institutional Liqudity Digital Fund or BUIDL has been the talk of the financial press recently. As the first fund...
Apr 85 min read
Onchain Finance GTM Series: What is the market size for yield-bearing stablecoins or tokenized cash equivalents?
A few weeks back I wrote a post highlighting the 3 major difficulties facing many tokenization projects today. In that post I talked...
Mar 315 min read
Onchain Finance GTM Series: Is there enough onchain capital for tokenized assets?
Within the tokenization space, there exists a school of thought that any market can be recreated onchain but with better liquidity and...
Mar 245 min read
Boring is Better
About half a year ago I published a research report, “The Role of Securitization in Tokenized Asset”, looking at the tokenization market...
Mar 125 min read
Tokenization: Bullsh*t Filtering
What do you need for any successful and scalable tokenization endeavour? Is it the team? Or is it the market condition? I used to think...
Mar 55 min read
The F.B.I. strategy of Tokenization
I recently dropped a post called Why Large Financial Institutions or Startups Backed By Them Will Dominate the Tokenization Space. It was...
Feb 275 min read
Tokenized Tbills: up only to being stalled?
Remember mid last year when everyone in crypto was excited about the steady 5% US Treasury yield you could get through one of the...
Feb 115 min read
What good are digital assets if they are all siloed?
A key promise of tokenization is the improved liquidity profile it offers to assets. Instead of a security listed on a single centralized...
Feb 45 min read
When Digital Gets Physical
While most people think of Bitcoin and its price when hearing the words digital assets or crypto, at Crypto Adoption Curve, I have always...
Jan 216 min read
Keep It Real (tokenization edition)
Consultant: $7 trillion by 2023, $11 trillion by 2024 and then $15 trillion by 2025. Look at this McKinsey chart below! CEO: That is...
Jan 145 min read
First comes the ETF. Then comes tokenization.
In the 2010s, BlackRock brought iShares ETFs to the masses and gathered over $3.3 trillion AUM. In 2024, BlackRock brought IBIT ETF to...
Oct 29, 20235 min read
Tokenization UX Pain Points
Imagine this: I would like to earn 15% a year fixed return generated by lending money out for short term working capital needs where the...
Oct 22, 20235 min read
Crypto Wealth Management
My last article on private credit capital sourcing talked about the growing opportunity in onchain HNWIs and what is required to reach...
Oct 16, 20236 min read
Money, Goods and Tokenization
After our deep dive into the tokenization industry mapping last week, a change of pace is in order. Instead of focusing on micro-level...
Oct 9, 20237 min read
Mapping Tokenization Industry
How well do you know of the tokenization industry? While the newsreel of tokenization seems to be in perpetual motion, I have been hard...
Sep 23, 20234 min read
Life After Tokenization
During my recent trip to the Real World Summit in New York, there was much talk about institutional experimentation with tokenization....
Sep 10, 20234 min read
Building Financial Markets on Blockchain
Tokens are the next generation for markets - Larry Fink, BlackRock CEO I agree. But what is the state of the current market? Which...
Jun 12, 20234 min read
Onchain private credit capital sourcing challenges & opportunities
Ever since the heydays of 2021 crypto bull market, the origination volume of onchain private credit space has seen very little growth,...
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